JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
NQVAX
Price
$58.68
Change
+$0.58 (+1.00%)
Updated
Jul 3 closing price
Net Assets
538.85M
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JVMTX vs NQVAX

Header iconJVMTX vs NQVAX Comparison
Open Charts JVMTX vs NQVAXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Nuveen Multi Cap Value A
Price$58.68
Change+$0.58 (+1.00%)
VolumeN/A
Net Assets538.85M
JVMTX vs NQVAX Comparison Chart in %
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JVMTX vs. NQVAX commentary
Jul 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMTX is a StrongBuy and NQVAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. NQVAX (539M). NQVAX pays higher dividends than JVMTX: NQVAX (1.24) vs JVMTX (0.65). JVMTX was incepted earlier than NQVAX: JVMTX (12 years) vs NQVAX (23 years). NQVAX (1.17) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. NQVAX (24.00). JVMTX has a lower initial minimum investment than NQVAX: JVMTX (0) vs NQVAX (2500). NQVAX annual gain was more profitable for investors over the last year : 16.45 vs. JVMTX (3.31). NQVAX return over 5 years is better than : 133.95 vs. JVMTX (61.96).
JVMTXNQVAXJVMTX / NQVAX
Total Expense Ratio1.001.1686%
Annual Report Gross Expense Ratio1.111.1795%
Fund Existence12 years23 years-
Gain YTD8.3617.769108%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B539M4,193%
Annual Yield % from dividends0.651.2452%
Returns for 1 year3.3116.4520%
Returns for 3 years23.4760.3639%
Returns for 5 years61.96133.9546%
Returns for 10 years46.97152.3031%
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